Unclaimed
John Peyton has been in the financial industry since May 1998. Currently, John is a registered representative with Cetera Investment Advisers LLC. John has held previous positions with Pacific West Securities, Inc. in Tigard, OR and A. G. Edwards & Sons, Inc. in both St. Louis, MO and other locations. John's professional designations include Series 7, Series 63, and Series 66 licenses. John Peyton also specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (LAKE OSWEGO OR)
OR
05/24/2004 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
MO
04/10/2001 - 05/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/12/1991 - 04/29/1994
A. G. EDWARDS & SONS, INC.
BOTH
Issued 09/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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